What a difference 12 months and an accounting change make. As I briefly noted yesterday, only about $1 billion separated Apple from Microsoft results in the first calendar quarter. With so many blogs obsessed about when Apple’s market capitalization might exceed Microsoft’s, perhaps the focus should be on earnings.
Some people might not understand the significance. The comparisons here are real, because they’re not fudgy market share or market capitalization comparisons. Apple has closed a huge revenue gap on Microsoft and lessened the lead in net income. This year promises the most visceral competition between Apple and Microsoft ever.
Yesterday, Microsoft announced fiscal 2010 third quarter results: $14.5 billion revenue, $5.17 billion operating income and $4.01 billion net income, or 45 cents a share. On Tuesday, Apple announced fiscal 2010 second quarter results: $13.5 billion revenue and net profit of $3.07 billion, or $3.33 a share. Apple revenue is $1 billion behind Microsoft, while net income trails by a little less — about $940 million.
The year-ago comparisons show just how far Apple has closed the gap. A year ago, Microsoft reported 13.65 billion revenue, $4.4 billion operating income and $2.98 billion net income, or 33 cents a share. Apple: $9.08 billion revenue and $1.62 billion income, or $1.79 earnings per share. Apple revenue trailed Microsoft by $4.57 billion and net income by $1.36 billion. The bigger gap was obviously revenue.
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Κάπως έτσι δηλαδή έχουν τα πράγματα. Τι σημασία έχει πόσο μεγάλη είναι η Micro$oft; Πλέον και η Apple είναι το ίδιο μεγάλη. Στο μυαλό πολύ κόσμου εκεί έξω είναι ΠΟΛΥ μεγαλύτερη γιατί πάει κόντρα σε όλους και όλα, ΧΩΡΙΣ να είναι μονοπώλιο και τα καταφέρνει ανεξάρτητα με το τι λένε οι κακές γλώσσες ακόμη και σήμερα. Και θα συνεχίσουν να λένε.
Εμείς είμαστε εδώ απλά για να δείχνουμε πόσο κακές είναι αυτές οι γλώσσες. Περαστικά τους.
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